Automate WhatsApp Follow-ups from Google Sheets
Connect spreadsheet-based customer follow-ups to your WhatsApp workflow. Map your columns, configure the trigger and validate a test row before enabling live reminders.
Connect your spreadsheet follow-up process
Google Sheets integration is useful when your team manages contacts, invoices or bookings in rows. Map the phone number and the fields used by your message, then configure when a row becomes eligible. Review the actual connector setup and permissions with your team before enabling live sending.
Keep business status separate from send status
An invoice can be unpaid even after a reminder has been sent. Keep business fields such as due date and payment status separate from your send request and delivery status. Confirm the exact status columns and writeback behaviour in the setup screen for your connection.
Validate one row before a full list
Start with a recipient who has agreed to the test. Check field mapping, the message, queue result and any status written back to the sheet. Test missing data and repeated requests before using a larger list. A read receipt or sent status is not evidence of payment.
Before you get started
- A Google Sheet you are authorised to use and a supported WhatsHub plan.
- A connected sending number, recipient permission and the required message template.
- Column mapping and a configured connector or script; adding a row alone does not configure an automation.
Example: plan a payment reminder sheet
The downloadable CSV is a planning template. Import it into Google Sheets, replace the example data and map it during setup; it does not send messages by itself.
- Prepare customer name, phone, invoice reference, amount and due date.
- Record recipient permission and payment status.
- Map the sheet to the configured WhatsHub workflow.
- Test the request, result and stop condition before enabling live reminders.
Explore the next step
- Download the payment reminder planning CSV
An editable planning sheet with a clearly labelled example row.
- WhatsApp automation workflow options
Understand triggers and exception handling.
- Payment and appointment reminder templates
Choose wording for your own customer workflow.
- Test a reminder automation step by step
Use the guide before enabling a live list.
Compare WhatsHub plans and pricing or request a sheets setup demo.
Core Capabilities
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Google Sheets se Automatic Payment Reminders
Monitor unpaid customer accounts. When the status changes to "Unpaid", WhatsHub automatically drafts and triggers a personalized payment reminder.
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Google Form Submission to WhatsApp Message
Instantly greet leads and send details to your support reps as soon as a user fills out your public form.
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Real-Time Status Writeback
Track Sent, Delivered, and Read ticks directly inside your spreadsheet columns automatically without manual copy-paste.
The Operational Workflow
- Connect Spreadsheet API Key: Authorize WhatsHub with your Google Account and select your CRM spreadsheet.
- Configure Columns & Variables: Map your Phone column (A), Customer Name (B), and custom variables like Due Amount.
- Define Row Status Triggers: Set up automated rules like: trigger message when column F matches "READY".
- Automated Retry & Error Logs: Failed dispatches go to the retry queue; delivery success status writes back in real time.
Included Product Capabilities
- Strict FIFO Queue Sequence: Ensures messages send sequentially to prevent double sending or Meta API rate-limiting errors.
- Zero-Code Done-for-You Setup: Our onboarding engineers connect your sheet, write custom Apps Script, and design your Meta templates.
- Meta Cloud API Connection: Uses eligible WhatsApp Business credentials; account quality and enforcement decisions remain controlled by Meta.
Ideal Fit
Operations managers, accounts teams, and B2B marketers who want reliable automation without learning complex code.
Common Queries
Q: How does the payment status trigger work?
A: WhatsHub monitors your spreadsheet columns. Once payment status changes to Unpaid and the due date matches, a personalized template is dispatched immediately.
Q: Do we get help setting up our spreadsheet?
A: Yes! We offer a dedicated Done-for-You setup package for ₹4,999 where our team builds the sheet, maps columns, and configures templates.
View WhatsHub plans and pricing
Request a Sheets setup demo
Tell us what your team needs. We will review your enquiry and contact you to arrange a suitable demo.
Use the enquiry form on this page when JavaScript is enabled, or email the WhatsHub team.